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Medallion Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Medallion Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.9K Sell
283
-2
-0.7% -$218 0.01% 560
2026
Q1 		$31.1K Sell
285
-43
-13% -$4.74K 0.01% 570
2025
Q4 		$36.2K Buy
328
+2
+0.6% +$222 0.01% 523
2025
Q3 		$36.3K Buy
326
+2
+0.6% +$220 0.01% 519
2025
Q2 		$35.5K Sell
324
-173
-35% -$18.6K 0.01% 521
2025
Q1 		$54K Sell
497
-39
-7% -$4.2K 0.02% 417
2024
Q4 		$57.3K Buy
+536
New +$58.6K 0.03% 386

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Medallion Wealth Advisors's LQD Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.7% in Q2 2026, selling an estimated $218 and leaving 283 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #560.

Medallion Wealth Advisors first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.3K in Q4 2024. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Medallion Wealth Advisors held 283 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $30.9K as of Q2 2026.
  • Medallion Wealth Advisors sold 2 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $218.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #560 holding.
  • Medallion Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $57.3K in Q4 2024.
  • 1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.